1. BCCO PCT #4 PowerPoint AND UNIT EIGHT Supervisors Leadership (24hrs) TCOLE Course # 3737

2. Learning Objectives Learning Objective Learning Objective :

3. UNIT EIGHT Planning And Organizing

4. 8.1 Principals of Planning & Organizing A. A. What is planning? A method for organizing and systematically approaching a task or tasks so that they may be accomplished efficiently.

5. B. B. What is organizing? Arranging and coordinating ideas, plans, resources and activities to successfully accomplish the goal. 8.1 Principals of Planning & Organizing – Cont’d

6. C. C. You are already a planner 1. 1. Vacations 8.1 Principals of Planning & Organizing – Cont’d

7. C. C. You are already a planner 2. 2. Financial 8.1 Principals of Planning & Organizing – Cont’d

8. C. C. You are already a planner 3. 3. Family 8.1 Principals of Planning & Organizing – Cont’d

9. C. C. You are already a planner 4. 4. Career Choice 8.1 Principals of Planning & Organizing – Cont’d

10. D.What are the planning responsibilities of these people in your agency? D. What are the planning responsibilities of these people in your agency? 1.Constable 1. Constable 8.1 Principals of Planning & Organizing – Cont’d

11. D.What are the planning responsibilities of these people in your agency? D. What are the planning responsibilities of these people in your agency? 2. 2. Chief Deputy 8.1 Principals of Planning & Organizing – Cont’d

12. D.What are the planning responsibilities of these people in your agency? D. What are the planning responsibilities of these people in your agency? 3. Middle Level Manager a. Captain b. Lieutenant 8.1 Principals of Planning & Organizing – Cont’d

13. D.What are the planning responsibilities of these people in your agency? D. What are the planning responsibilities of these people in your agency? 4. First Line Supervisor 4. First Line Supervisor (Sergeants and/or Corporals) 8.1 Principals of Planning & Organizing – Cont’d

14. D.What are the planning responsibilities of these people in your agency? D. What are the planning responsibilities of these people in your agency? 5. Uniformed Deputy Constables 8.1 Principals of Planning & Organizing – Cont’d

15. D.What are the planning responsibilities of these people in your agency? D. What are the planning responsibilities of these people in your agency? 6. Support Division 8.1 Principals of Planning & Organizing – Cont’d

16. Constable

17. Chief Deputy

18. Captain

19. Lieutenant

20. Sergeant

21. Sergeant

22. E.Why plan E. Why plan 1. Better use of resources 2. Minimize wasted effort and rework 8.1 Principals of Planning & Organizing – Cont’d

23. E.Why plan E. Why plan 3. Accomplish task more quickly 4. Control Activities 8.1 Principals of Planning & Organizing – Cont’d

24. E.Why plan E. Why plan 5. Insure agency success a. Protect & Serve b. Safe Communities & Schools 8.1 Principals of Planning & Organizing – Cont’d

25. F. F. Why don't agencies plan better 1. Takes time 2. People become impatient 8.1 Principals of Planning & Organizing – Cont’d

26. F. F. Why don't agencies plan better 3. Hard work - can be complicated 4. Tends to generate paperwork 8.1 Principals of Planning & Organizing – Cont’d

27. F. F. Why don't agencies plan better 5. Some don't know how 6. Some don't recognize need(s)

28. F. F. Why don't agencies plan better 7. No one assumes responsibility or accountability

29. F. F. Why don't agencies plan better 8. Sometimes identifies factors making the project appear less attractive a. Cost

30. F. F. Why don't agencies plan better 8. Sometimes identifies factors making the project appear less attractive b. Staffing c. Time constraints

31. NOTE: Ask participants to identify a problem that they may have to solve as a supervisor in their agency. (List on board or flip chart). Discuss the difference between goals and objectives and clarify if needed. Conduct small group exercise to demonstrate the planning

32. G.The planning process G. The planning process 1. Identify the problem determine need

33. G.The planning process G. The planning process 2. Establish goals & objectives that coincide with agency mission statement & vision a. Define Goals

34. G.The planning process G. The planning process 2. Establish goals & objectives that coincide with agency mission statement & vision b. Specify objectives (means to achieve goals) 8.1 Principals of Planning & Organizing – Cont’d

35. G.The planning process G. The planning process 2. Establish goals & objectives that coincide with agency mission statement & vision c. Develop Strategic Plan ( 1. ) Mission 8.1 Principals of Planning & Organizing – Cont’d

36. G.The planning process G. The planning process 2. Establish goals & objectives that coincide with agency mission statement & vision c. Develop Strategic Plan ( 2. ) Vision 8.1 Principals of Planning & Organizing – Cont’d

37. G.The planning process G. The planning process 2. Establish goals & objectives that coincide with agency mission statement & vision c. Develop Strategic Plan ( 3. ) Goals 8.1 Principals of Planning & Organizing – Cont’d

38. G. The planning process 2. Establish goals & objectives that coincide with agency mission statement & vision c. Develop Strategic Plan ( 4. ) Objectives with (a.) suspense dates assigned, 8.1 Principals of Planning & Organizing – Cont’d

39. G. The planning process 2. Establish goals & objectives that coincide with agency mission statement & vision c. Develop Strategic Plan c. Develop Strategic Plan ( 4. ) Objectives with (b.) accountable and responsible person(s) assigned ( 4. ) Objectives with (b.) accountable and responsible person(s) assigned 8.1 Principals of Planning & Organizing – Cont’d

40. G.The planning process G. The planning process 2. Establish goals & objectives that coincide with agency mission statement & vision - c. Develop Strategic Plan - ( 4. ) Objectives with 2. Establish goals & objectives that coincide with agency mission statement & vision - c. Develop Strategic Plan - ( 4. ) Objectives with (c.) Policy & Procedure or SOP to ensure compliance, step-by-step process defined 8.1 Principals of Planning & Organizing – Cont’d

41. G.The planning process G. The planning process 3. Collect and analyze the information a. Surveys b. Needs Assessment c. Reports and forms 8.1 Principals of Planning & Organizing – Cont’d

42. G.The planning process G. The planning process 4. Develop & evaluate alternatives 5. Select best plan of action correlate into strategic plan 8.1 Principals of Planning & Organizing – Cont’d

43. G.The planning process G. The planning process 6. Implement Strategic plan 7.Evaluate 7. Evaluate 8. Modify if needed 8.1 Principals of Planning & Organizing – Cont’d

44. A. Defining Goal(s) 1. Must be doable (ability to achieve) 8.2 Principals of Planning & Setting Goals & Objectives

45. A. Defining Goal(s) 2. Must focus on agency mission and vision 8.2 Principals of Planning & Setting Goals & Objectives – Cont’d

46. A. Defining Goal(s) 3. Easy to understand at all levels 8.2 Principals of Planning & Setting Goals & Objectives – Cont’d

47. B. Defining Objectives 1. Easy for all to comply with and achieve 8.2 Principals of Planning & Setting Goals & Objectives – Cont’d

48. B. Defining Objectives 2. Tied into achieving agency mission, vision & goals 8.2 Principals of Planning & Setting Goals & Objectives – Cont’d

49. B. Defining Objectives 3. Step-by-step process how to achieve each defined goal 8.2 Principals of Planning & Setting Goals & Objectives – Cont’d

50. B. Defining Objectives 4. Evaluation tool a. D efine b. A ssess c. R espond d. E valuate 8.2 Principals of Planning & Setting Goals & Objectives – Cont’d

51. Questions?

52. 52 DEFINE & PROCESS Process: Define 8.0: Define 8.0: Explain the

53. TAKE A 10-MINUTE BREAK

54. SOURCES All Course Sources and/or Resources are listed in your Participant Handout Bexar County Constable Office PCT#4 First-Line Supervisor LEADERSHIP TCOLE Course # 3737

55. “Knowledge is “POWER” Stay informed, stay SAFE, stay Vigilant & stay Alive”